Real estate agent onboarding tools make the process of onboarding new agents more streamlined and organized, streamlining tasks, enhancing communication and document storage systems and making information readily available – ultimately improving agent experience while increasing agency output.
An effective agent onboarding process lays the groundwork for future success, enabling agents to begin producing from day one while building long-term career development. A thorough onboarding procedure encompasses several critical elements – including familiarizing newcomers with your brokerage’s history and culture as well as job duties/expectations clarity as well as market specific resources/tools/resources.
Agent onboarding is integral to building a successful real estate team, as it gives agents the chance to establish support networks, generate buyer leads and forge relationships with clients. Onboarding should also give agents opportunities to connect with members of the brokerage community; networking events, team meetings and group trainings give agents the chance to learn from each other while broadening their horizons.
Onboarding should also include an orientation of the company’s policies, structure and mission. A strong grasp of these values will allow agents to build stronger connections with both peers and clients of the agency. Utilizing real estate agent onboarding software expedites this process while decreasing paperwork time so new agents have more time for cultivating client relationships.
When selecting real estate agent onboarding software, look for a platform which provides a centralized repository of documents and tasks. This will enable agents to keep up with their responsibilities as they ensure they have all of the appropriate licenses and forms they need to carry out their job successfully, and ensure no key step is missed along their journey towards production.
Dotloop makes it simple and efficient to create onboarding checklists for new hires, including their MLS Agreement, Independent Contractor Agreements, W9s and more. Administrative staff can use these templates to set Tasks that prompt agents to fill out paperwork from their mobile phones while signing and eSigning it for easy storage in digital form for future reference.
Integrating real estate agent onboarding tools with customer and transaction management software makes managing all your workflows even simpler. Consolidating all the tools in one location streamlines the process and ensures no steps are missed, making onboarding agents simpler for happier customers and increasing revenue for your real estate business.